--- title: Client Portal sidebar_label: Overview sidebar_position: 1 description: Give your clients and agents a branded portal to track their real estate transaction status, key dates, documents, and tasks. --- # Client Portal See what your clients experience when they open their portal link The Client Portal gives your buyers, sellers, and agents a branded transaction overview — without requiring a DocJacket account. They can see key dates, shared documents, portal-visible tasks, transaction details, service providers, and status updates through a secure link you send them. Portal links are recipient-specific. A transaction can have separate buyer/seller, agent, and vendor links, and agents can also receive an agent hub link that shows all of their active transactions in one place. It's a professional touch that keeps everyone informed and cuts down on "where are we?" calls and emails. ![Client portal overview with branded header, transaction status, key dates, summary details, and parties](/img/client-portal/client-portal-overview.png) The portal opens as a read-only transaction status page. The top of the page orients the viewer with your branding, the property address, status badge, print/download actions, and the most important transaction sections. ## Key features - **Branded experience** — Customize the portal with your logo and colors - **Secure access** — Each portal link is unique and can be set to expire - **Track engagement** — See visits, unique visitors, document downloads, and recent access activity - **Selective sharing** — Control which documents and tasks are visible on the portal - **Multi-property support** — If the same contact has portal access to multiple active deals, they can switch between properties - **Calendar and summary tools** — Viewers can copy a live calendar feed, print the portal, or download a branded one-page summary ## In this section - [Setting Up the Portal](./setting-up-the-portal.mdx) — Brand, preview, and manage the transaction portal - [Portal for Clients](./portal-for-clients.mdx) — What buyers and sellers see from their secure link - [Portal for Agents](./portal-for-agents.mdx) — Agent hub and transaction-detail portal behavior - [Sharing Portal Links](./sharing-portal-links.mdx) — Create, send, expire, revoke, and track portal links - [Portal Links](./portal-links.md) — Manage portal links across every transaction